Executive Order No. 987 - Policy Statement on Energy Conservation, Sustainable Building Practices, and Physical Plant Management for the California State University

The attached Executive Order No. 987 delegates to each president, or his/her designee, the implementation of the California State University Board of Trustees' energy conservation, sustainable building practices, and physical plant management policy. This executive order reaffirms the need to conserve energy in order to achieve the goal originally set in 2001 and reevaluated in 2005. Our new goal is to reduce consumption by 15% by the end of FY 2009/10, as compared to 2003/04. The trustee policy is consistent with Governor Arnold Schwarzenegger's Executive Order S-12-04, which requests the CSU's active participation in statewide energy conservation and reduced electrical demand.

This executive order retains general operational provisions and sustainable building practices while adding the CSU Sustainable Measurement Checklist process. It encourages campuses to continue to adopt an integrated design approach that includes sustainable materials and practices. It also requires new goals for energy conservation, and the purchase and generation of renewable power.

In accordance with the policy of the California State University, the campus president has the responsibility for implementing executive orders, where applicable, and for maintaining the campus repository and index for all executive orders.

THE CALIFORNIA STATE UNIVERSITY
Office of the Chancellor
401 Golden Shore
Long Beach, California 90802-4210
(562) 951-4090

Executive Order:

987

Title:

Policy Statement on Energy Conservation, Sustainable Building
Practices, and Physical Plant Management for the California State University

Effective Date:

August 2, 2006

Supersedes:

No Prior Executive Order

This executive order is issued pursuant to Section II of
the Standing Orders of the Board of Trustees of the CaliforniaStateUniversity.

I.Delegation of Authority

Authority is hereby delegated to each president, or
his/her designee, to implement the following Board of Trustees’ Energy
Conservation, Sustainable Building Practices, and Physical Plant Management
goal and policy, as adopted by the Board during its September 20-21, 2005
meeting subject to the conditions stated in this executive order.To the extent that some of the provisions
contained herein involve coordination with the Chancellor’s Office staff, each
president shall take whatever steps are necessary to coordinate and provide
input to the department of Capital Planning, Design and Construction, Office of
the Chancellor, to assist in formulation and implementation of this policy.

II.Energy Conservation Goal

Each campus will continue to reduce energy
consumption as established previously by Executive Order 917. The five-year
goal of reducing energy consumption by 15% will be evaluated at the end of
fiscal year 09/10 and reported to the trustees in July 2011. The baseline for this
goal is fiscal year 03/04, and is measured by BTU/GSF (British Thermal Unit
per gross square foot) for both state and nonstate supported areas of the
campuses. The report will also assess the campuses’ ability to achieve
additional energy conservation.

III.Energy Independence Goal

The CSU
shall develop a strategic plan for energy procurement and production to reduce
energy capacity requirements from the electricity grid,
and to promote energy independence using available economically feasible technology
(solar, wind, biomass) and for on-site generation. The CSU
shall endeavor to increase its self-generated energy capacity from 26 to 50
megawatts (MW) by 2014.(05-Adopt)

1.Campuses will consider installing and operating clean
and ultra-clean cogeneration plants and proven renewable energy generation
technologies in order to reduce greenhouse gas emissions, and to improve campus
energy efficiency, utility reliability, and service diversity to increase
production from 24 to 40 megawatts (MW).

2.Campuses will pursue cost effective renewable
generation in order to increase production from 2 to 10 megawatts (MW).

3.As the cost effectiveness of a project may change based
on the (1) development of new technologies, (2) market forces on energy prices,
(3) availability of subsidies for projects, and (4) changes in state
regulations, campuses may consider the most economically feasible and cost
effective self-generation method to support the systemwide 50 MW goal.

IV.Renewable Energy Procurement

The CSU
will endeavor to meet or exceed the State of California and California Public Utilities
Commission Renewable Portfolio Standard (RPS) that sets a goal of procuring 20%
of its electricity needs from renewable sources by 2010 subject to the
constraints of program needs and standard budget parameters. (05-Adopt)

1.Energy Conservation

1.All CSU buildings and
facilities, regardless of the source of funding for their operation, will be
operated in the most energy efficient manner without endangering public health
and safety and without diminishing the quality of education. (78-Adopt;
88-Revise; 01-No Change; 04-No Change)

3.The CSU will promote the use of cost effective
renewable non-depleting energy sources wherever possible, both in new
construction projects and in existing buildings and facilities. The campuses
will consider the implementation of load shifting technologies such as thermal
energy storage. (78-Adopt; 88-Revise; 01-Revise; 04-Revise)

4.The CSU will take the
necessary steps to provide adequate, reliable, and cost effective utilities
infrastructure at all campuses for meeting the needs of present and planned
buildings and facilities. (78-Adopt;
88-Revise; 01-No Change; 04-Revise)

5.The CSU will actively seek all available sources of
funding for implementing energy efficiency improvement and utilities
infrastructure renewal projects. Funding sources will include federal and state
budget appropriations, federal, state and private sector grant opportunities,
and other unique public/private sector financing arrangements, which have been
made available through legislative actions in California and the United States Congress.
In the event these funding sources are unable to meet the requirements for an
approved energy program, priorities within the existing support appropriations
will be examined to determine if funds could be made available for project
development purposes. (78-; 88-Adopt; 01-No Change; 04-No Change)

6.The CSU will cooperate with federal, state, and local
governments and other appropriate organizations in accomplishing energy
conservation and utilities management objectives throughout the state; and
inform students, faculty, staff and the general public of the need for and
methods of energy conservation and utilities management.(78-Adopt; 88-Revise; 01-No Change, 04-No
Change)

7.Each CSU campus will designate an energy/utilities
manager with the responsibility and the authority for carrying out energy
conservation and utilities management programs. The Chancellor’s Office will
have the responsibility to coordinate the individual campus programs into a
systemwide program. (78-Adopt; 88-Revise; 01-No Change; 04-No Change)

8.The CSU will monitor energy usage monthly on all
campuses and the Chancellor’s Office, and will prepare a systemwide annual
report on energy utilization. The Chancellor’s Office will maintain a systemwide
energy database in which monthly campus data will be compiled to produce
systemwide energy reporting.Campuses
will provide the Chancellor’s Office the necessary energy and utility data for
the systemwide database in a timely manner. (78-; 88- Adopt;
01-Revise; 04-No Change)

9.Each CSU campus will develop and maintain a campuswide
integrated strategic energy resource plan, which will include tactical
recommendations in the areas of new construction, deferred maintenance,
facility renewal, energy projects, water conservation, solid waste management,
and a structured energy management plan.This plan will drive the overall energy program at each campus.
(78-Adopt; 88-Revise; 01-Revise; 04-Revise)

10.Each campus
energy/utilities manager shall solicit and evaluate feedback from faculty,
staff, and students to monitor the effects of energy conservation efforts on
instructional programs and the environment. Training on new energy management
concepts and programs will be provided as necessary. (78-; 88-Adopt;
01- Revise; 04- No Change)

12.All
major capital projects starting design beginning in the FY 2006-2007 shall meet
the following requirements: new construction projects shall at a minimum
outperform the 2005 Title 24 Standards (California Energy Code) by at least 15%
and all major renovations projects shall at a minimum outperform the current
Title 24 Standard by at least 10%. These efforts will help to reduce the BTU/square foot consumption of the projects. (05-Adopt)

2.Sustainable Building Practices

1.All future CSU new construction, remodeling, renovation, and
repair projects will be designed with consideration of optimum energy
utilization, low life cycle operating costs, and compliance with all applicable
energy codes (enhanced Title 24 energy codes) and regulations. In instances
where a project’s current funding does not include energy or sustainable design
features consistent with low life cycle costing, augmentations may be sought,
when warranted. In the areas of specialized construction that are not regulated
through the current energy codes, such as historical buildings, museums, and
auditoriums, the CSU will ensure
that these facilities are designed to consider energy efficiency. energy efficient and sustainable design
features in the project plans and specifications will be considered in balance
with the academic program needs of the project within the available project
budget. (78-Adopt; 88-Revise; 01-Revise; 04-Revise)

2.Capital planning for state and nonstate facilities and
infrastructure shall consider features of a sustainable and durable design to
achieve a low life cycle cost.Principles and best practices established by leading industry standards
or professional organizations shall be implemented to the greatest extent
possible. The CSU is supportive of
campuses pursuing third-party accreditation for campus facilities,
however current Department of Finance (DOF) policy does not permit the use of
state capital funds for such administrative costs. Therefore, campuses
considering outside accreditation shall identify alternative means of funding
for associated costs.(04-Adopt)

3.Sustainable
design for capital projects is a process of balancing long-term institutional
needs for academic and related programs with environmental concerns. In the
context of designing to provide for university and academic needs, the
following attributes will be considered “sustainable:” (04-Adopt)

a.Siting and design
considerations that optimize local geographic features to improve
sustainability of the project, such as proximity to public transportation and
maximizing use of vistas, microclimate, and prevailing winds;

b.Durable systems and
finishes with long life cycles that minimize maintenance and replacement;

c.Optimization of
layouts and designing spaces that can be reconfigured with the expectation that
the facility will be renovated and re-used (versus demolished);

d.Systems designed for
optimization of energy, water, and other natural resources;

e.Optimization of indoor
environmental quality for occupants;

f.Utilization of environmentally
preferable products and processes, such as recycled-content materials and
recyclable materials;

g.Procedures that monitor, trend, and report
operational performance as compared to the optimal design and operating
parameters.

4.In order to implement the sustainable
building goal in a cost effective manner, the process will: identify economic
and environmental performance measures; determine cost savings; use extended
life cycle costing; and adopt an integrated systems approach. Such an approach
treats the entire building as one system and recognizes that individual
building features, such as lighting, windows, heating and cooling systems, or
control systems are not stand-alone systems.
(04-Adopt)

5.The CSU encourages
the use of materials and systems with reduced environmental impacts. The design
team (architect/engineer) shall recommend building materials and methods with
life cycles (manufacture, installation, maintenance, repair, and replacement)
of reduced environmental impacts. Considerations shall include energy
efficiency, energy required in the manufacturing process, life cycle duration,
and maintenance and replacement costs.(04-Adopt)

6.Capital
Planning, Design & Construction of the CSU
Office of the Chancellor shall develop a CSU
Sustainability Measurement System and self-verification standard. The system
shall be based on LEEDTM principles with consideration to the
physical diversity and microclimates within the CSU.The Sustainability Measurement System shall
support the energy efficiency goals and guidelines of this policy.(05-Adopt)

7.The CSU
shall design and build all new buildings and major renovations beginning in the
FY 2006-2007 to meet or exceed the minimum requirements of the CSU Sustainability Measurement System, which shall be
equivalent to LEEDTM “Certified.” Each campus shall strive to
achieve a higher standard in the CSU
Sustainability Measurement System equivalent to LEEDTM “Silver”
within project budget constraints.

Each campus may pursue external
certification through the LEEDTM process. Campuses that elect to
pursue LEEDTM certification shall seek nonstate funding sources to
support that effort.(05-Adopt)

8.The
CSU shall incorporate appropriate
training programs for CSU
facilities personnel with the aim of promoting and maintaining the goals of
this policy.(05-Adopt)

3.Physical Plant Management

1.Purchased energy resources on CSU facilities will not be used to heat above 68°F or
cool below 78°F.
Domestic hot water temperatures will not be set above 115°F.These limits will not apply in areas where
other temperature settings are required by law or by specialized needs of
equipment or scientific experimentation. (78-; 88-Adopt; 01-Revise; 04-No
Change)

2.Each campus shall operate and maintain a computerized energy
management system that will provide centralized reporting and control of the
campus energy related activities.(78-Adopt;
88-Revise; 01-Revise; 04-No Change)

3.Campus energy/utilities
managers will make the necessary arrangements to achieve optimum efficiency in
the use of natural gas, electricity, or any other purchased energy resources to
meet the heating, cooling, and lighting needs of the buildings and/or
facilities. Except for areas requiring special operating conditions, such as
electronic data processing facilities, or other scientifically critical areas,
where rigid temperature controls are required, building and/or facility
temperatures will be allowed to fluctuate between the limits stated above.
Simultaneous heating and cooling operations to maintain a specific temperature
in work areas will not be allowed unless special operating conditions dictate
such a scheme to be implemented. (78-; 88-Adopt; 01-No Change; 04-No Change)

4.Scheduling
of building and/or facility usage will be optimized consistent with the
approved academic and non-academic programs to reduce the number of buildings
operating at partial or low occupancy. To the extent possible, academic and
non-academic programs will be consolidated in a manner to achieve the highest
building utilization. Further, the scheduling of buildings will be implemented
in a manner to promote central plant and individual building air conditioning
system shutdown to the greatest extent possible during the weekend and other
holiday periods. Campus energy/utilities managers will make all attempts to
change or update building operating schedules to match the changes in the
academic programs on a continuing basis.(78-;
88-Adopt; 01-No Change; 04-No Change)

5.All air conditioning
equipment, including supply and return air fans, are to be shut off on
weekends, holidays, and for varying periods each night, except where it would
adversely affect instruction, electronic data processing installations, or
other scientifically-critical or 24-hour operations. (78-; 88-Adopt;
01-No Change; 04-No Change)

6.Campuses will participate in
state sponsored demand reduction programs, where practical, during periods of
CAISO (California
Independent System Operator) Stage Alerts. Reductions in non-critical loads
will be made in an effort to aid in the state electrical grid integrity. (78-;
88-; 01-Adopt; 04-No Change)

7.Outdoor air ventilation will
be set at 10 cfm/person or such other higher limits as prescribed by state law
or regulations. This restriction does not apply to situations where 100%
outside air is called for by properly installed and tuned economizer cycles. (78-;
88-Adopt; 01-Revise; 04-Revise)

8.All windows in buildings
and/or facilities that are air-conditioned will be kept closed and as secure as
possible to prevent loss of conditioned air, unless facilities are equipped
with an air-conditioning and heating interlock that shuts off mechanical
cooling or heating when windows are opened. (78-; 88-Adopt; 01-No
Change; 04-No Change; 05-Revise)

9.Portable electric heaters and
fans are not to be used in CSU
facilities unless specifically required by occupants because of medical
conditions, failure of the building heating, ventilating or air conditioning
systems, or when building heating, ventilating or air conditioning systems
cannot be adjusted to achieve minimum comfort levels within the provisions
established under Item No. 1. Campus energy/utilities managers will grant such
exemptions on a case-by-case basis. Use of refrigerators for non-instructional
purposes should be consistent with good energy management practices. Each
campus will prepare its own guidelines to discourage proliferation of personal
refrigerators.(78-; 88-Adopt;
01-No Change; 04-Revise)

10.All lighting, except what is
required for security purposes, will be turned off when buildings and
facilities are unoccupied, such as at the end of the workday. Custodial
personnel will turn lights back on only for the time actually required for
custodial work.(78-; 88-Adopt;
01-No Change; 04-No Change)

11.All CSU
campuses will, to the greatest extent possible, change custodial hours from
evening/night shifts to day shifts to reduce custodial energy usage. Any
revisions to the custodial shift schedule will be made in consultation with the
energy/utilities manager. Building ventilation and lighting systems will not be
operated any more or longer than what is required under health and safety codes
during the low load custodial occupancy periods. (78-; 88-Adopt;
01-No Change; 04-No Change)

12.Indoor lighting will be
reduced in number and/or wattage, wherever possible, to provide for the minimum
but adequate lighting levels consistent with the needs of instructional
programs and state-mandated standards for the efficient and effective use of
the space. Existing incandescent lamps for general-purpose lighting will be
phased out and future incandescent lamps will not be allowed unless exempted
for very limited and specialized tasks by the campus energy/utilities managers.
New lighting systems will be in the form of the latest energy saving
technology. (78-; 88-Adopt; 01-Revise; 04-No Change)

13.Outside lighting on building
exteriors and campus grounds will be maintained at levels necessary to provide
security and safety to promote confidence within the campus community. Good
energy management practices shall be observed within this guideline. (78-;
88-Adopt; 01-No Change; 04-No Change)

14.Purely decorative lighting on CSU campuses beyond reasonable display lighting,
inside or outside, will not be added. Existing decorative lighting beyond
reasonable display lighting will be eliminated on a continuing basis. In
general, decorative lighting will not be used for commercial or holiday
purposes unless specifically exempted by the campus president. (78-;
88-Adopt; 01-No Change; 04-No Change)

15.All natural gas fired boilers
on the campuses will be tuned at least twice annually and brought up to maximum
efficiency unless automated combustion controls are installed. In the case of
automatic controls, verification of combustion efficiency shall be conducted
routinely or at least monthly for central plant and quarterly for decentralized
boilers. A permanent record of these readings will be maintained on each
campus. (78-; 88-Adopt; 01-No Change; 04-Revise)

16.All CSU
campuses will maintain their energy plant and utilities infrastructure
improvements in good working order and will undertake preventive maintenance
schedules to maintain the highest possible system efficiencies and, hence, the
lowest operating costs. (78-; 88-Adopt; 01-No Change; 04-No Change)

17.When replacing energy
consuming and/or utilities infrastructure equipment, the most cost effective
models will be selected. Life cycle costing procedures, instead of first
capital cost only, will be utilized as the basis for all future equipment
selection. All possible efforts will be made to secure additional funding if
required to effect lowest life cycle procurement. (78-; 88-Adopt;
01-No Change; 04-No Change)

19.All CSU
campuses will take every necessary step to conserve water resources, including
such steps as installing controls to optimize irrigation water, reducing water
usage in restrooms and showers, and promoting the use of reclaimed water. The
use of decorative fountains should be minimized. In the event of a declaration
of drought, the CSU will cooperate
with the state, city, and county governments to the greatest extent possible to
effect additional water conservation. (78-; 88-Adopt; 01-No
Change; 04-No Change)

20.The CSU
will encourage continued energy conservation and lowest utilities operating costs
on its campuses by instituting incentive plans designed to recognize and reward
meritorious achievements by campus staff, faculty, and students beyond normal
expectation. These incentive plans will be designed in such a fashion that they
are adaptable to changing budget constraints from year to year. (78-Adopt;
88-Revise; 01-No Change; 04-Revise)